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Market Data by TradingView

Insights & Market Updates

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Investment Review
November 22, 2025

ISAs, Premium Bonds & UK Savings: Are They Still Tax-Free in the U.S.?

Learn how ISAs, Premium Bonds and UK savings accounts are taxed in the U.S., and what British expats should do to stay compliant.

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Investment Review
November 19, 2025

The High Cost of Indian Weddings Abroad: Planning, Budgeting, and Cultural Expectations

Indian wedding costs in the U.S. can be high. Learn how to budget, manage transfers from India, handle tax rules, and protect long-term financial goals.

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Market Update

Synchronised Rate-Hikers Start To Disperse

A generally bullish, risk-on week aided by talk that Europe & UK look set to lower interest rates, meanwhile the US remain somewhat undecided.

May 13, 2024
Market Update

April Worst Month For S&P500, As 2024 Races On

The final week of April resulted in the worst month for the S&P500 & US Treasuries in 6 months, as concerns mounted around inflation and geopolitics.

May 7, 2024
Market Update

Economic Markets See-Saw

Following on from last Saturday’s geopolitics, it's no surprise that markets have gone through a see-saw. With safe haven assets shooting up.

April 22, 2024
Market Update

Q1 2024 Review; Q2 Outlook

Global REITs and Global Agg (Bonds) declined over the Quarter. Commodities, Commodities, helped by the energy component, turned positive.

April 16, 2024
Investments

PFICs Explained: A Practical Guide for U.S. Expats

A practical, SEC-compliant guide explaining PFIC rules for U.S. expats, including foreign fund considerations, tax implications, and cross-border planning factors. Slug: /pfic-guide-us-expats

December 16, 2025
Investments

How U.S. Expats Can Approach Investing While Living Overseas

A practical, SEC-compliant guide for U.S. expats on investing while living abroad, including PFIC considerations, U.S.-domiciled options, and cross-border planning.

December 16, 2025
Retirement Planning

Roth Conversions for U.S. Expats

A practical, SEC-compliant guide explaining how Roth conversions work for U.S. expats, including tax considerations, residency factors, and planning points in low- or no-tax jurisdictions.

December 16, 2025
US Estate Tax

U.S. Estate Tax Rules for Non-Residents

A practical, SEC-compliant guide explaining how U.S. estate tax applies to non-resident individuals, including the $60,000 threshold and treatment of U.S.-situs assets.

December 16, 2025
All Market Updates
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ConsiderationFEIEForeign Tax Credit (FTC)
Applies toEarned income onlyEarned & investment income
EligibilityRequires residency/physical presence testRequires foreign tax paid
Interaction with Roth IRA[object Object]FTC may preserve eligibility
High-tax countriesMay be less relevantOften more applicable
Low/no-tax countriesMay be more commonLimited credit if foreign tax is low
Impact on AGIReduces taxable incomeDoes not reduce income; reduces tax liability
Applies to passive incomeNoYes
Administrative complexityGenerally simplerRequires more documentation